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 # CMomentum6 Portfolio       Currency:EURTop 25: 1329
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Start:11/16/2023 Day Return:
0.20%
Day Rank:155
Days: 528 Month Return:
-3.96%
Month Rank:1410
Last:2025-03-26 Year Return:
0.00%
Year Rank:1785
Visits:946 All Time Return:
5.87%
All Time Rank:759


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2023
    
    
    
    
    
    
    
    
    
    
0.11%
2.28%
2.39%
5.73%
2024
3.99%
8.97%
3.71%
-3.29%
3.17%
0.69%
-1.35%
-1.62%
2.93%
-0.42%
6.98%
-4.02%
20.60%
23.59%
2025
6.45%
-3.49%
-13.11%
-3.96%
    
    
    
    
    
    
    
    
-14.27%
-6.46%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
12/06/2024333AAL American Airlines Group1.46%$17.43$9.75$3,247-44.07%2.70%
11/11/20249AXON Taser International2.22%$620.25$603.47$5,431-2.71%4.51%
01/08/202533BNTX BioNTech SE-15.36%$123.44$102.00$3,366-17.37%2.80%
11/11/202412CAT Caterpillar Inc-0.13%$396.49$306.47$3,678-22.70%3.06%
12/06/202417CMI Cummins Inc-0.25%$379.94$293.21$4,985-22.83%4.14%
12/06/202417CRM Salesforce.com1.22%$362.41$267.89$4,554-26.08%3.79%
11/11/202450GILD Gilead Sciences Inc-2.81%$97.78$103.17$5,1595.51%4.29%
02/25/202510GS Goldman Sachs-0.09%$626.97$544.91$5,449-13.09%4.53%
01/08/2025233HPE Hewlett Packard Enterprise0.42%$21.95$16.25$3,786-25.97%3.15%
02/25/202533IBKR Interactive Brokers Group, Inc.0.14%$203.69$169.37$5,589-16.85%4.65%
02/25/2025233INTC Intel Corp-6.70%$23.92$20.05$4,672-16.19%3.88%
09/13/202444IRM Iron Mountain Inc2.83%$117.24$87.74$3,861-25.16%3.21%
01/08/20258META Meta2.65%$611.67$547.37$4,379-10.51%3.64%
07/11/202444MS Morgan Stanley0.34%$104.40$115.99$5,10411.10%4.24%
09/13/202435ORCL Oracle Corp0.69%$164.15$138.46$4,846-15.65%4.03%
03/26/20257RHM.DE Rheinmetall Aktie0.29%1348.13€1387.00€9,709€2.88%9.17%
01/08/202522RL Polo Ralph Lauren Corp-0.07%$241.59$219.99$4,840-8.94%4.02%
09/05/202432SAP.DE SAP1.47%191.83€244.80€7,834€27.61%7.40%
03/26/2025382T AT&T Inc-2.69%$27.35$26.79$10,234-2.06%8.51%
12/06/202416TSLA Tesla Motors9.80%$384.62$284.88$4,558-25.93%3.79%
03/26/20254,333UNI.MC Unicaja Banco1.02%1.78€1.68€7,279€-5.74%6.88%
11/22/202428VST Vistra1.92%$162.09$126.61$3,545-21.89%2.95%
11/22/2024715Cash   0.00%1.00€1.00€715€0.00%0.68%
EUR/USD: 1.13635    GBP/EUR: 1.1700 Portfolio Value: $120,300 105,865€ 100%

 # PerformanceCMomentum6S&P500
Return:
5.87%
22.23%
Annualized Return:4.01%14.86%
Std (Volatility):20.2315.26
Sharpe:0.000.71
Beta:0.781.00
Jensen Alpha:-0.850.00
Drawdown:28.0418.46



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